FINANCIAL CASE STUDY FINANCIAL CASE STUDY isolution.pl OUR CLIENT One of the biggest, and most modern financial companies on the Polish market, with 130 branches across Poland and a sales team consisting of over 700 sales agents. The company cooperates with many banks and partners, including: mBank Deutsche Bank PKO BP ING Getin Noble Bank Euro Bank Raiffeisen-Polbank FM Bank PBP SA Alior Bank FINANCIAL CASE STUDY EARLY CHALLENGES FINANCIAL CASE STUDY isolution.pl CHALLENGES Creating a vision of corporate architecture and the development of our client's business. Taking over the register system. Defining the current state, its stabilization and development. FINANCIAL CASE STUDY DURING THE DEVELOPMENT PROCESS, WE FURTHER IDENTIFIED OUR CLIENT'S BUSINESS NEEDS… FINANCIAL CASE STUDY isolution.pl CHALLENGES In parallel with increasing needs, we have been and are continuously building new systems that support our client’s business operations. FINANCIAL CASE STUDY isolution.pl Most important functionalities: • CRM SOLUTION • lead management • handling the implementation and processing of sales The main systems developed and implemented in recent years: • requests • plan implementation support • reporting module 01 Register • planning module • implementation of training module The main sales system of the organization, • gamification module dedicated to the sale of its financial products. • the system is dedicated not only to the sales team, but also to the managers and employees of the headquarter supporting the activities of the sales network FINANCIAL CASE STUDY isolution.pl Most important functionalities: • storing and managing of the current staff and their SOLUTION current geographical distribution in the area of the organization The main systems developed and implemented • managing the recruitment process, personnel in recent years: service, equipment demand, promotion and relocation process in the organization • generating any form of documentation with the use of data collected in the system without the 02 Structure need to engage IT services in the process (based on Merge Fields) The source system for the entire IT architecture • a training module that enables ongoing verification in the organization. of the process of implementing new people into the organization, provides candidates with full knowledge about the company and its products • a system permissions module that allows you to define, assign and send out appropriate permissions to your employees FINANCIAL CASE STUDY isolution.pl SOLUTION The main systems developed and implemented in recent years: 03 Sales 04 Knowledge base Cross-sell sales system and after-sales support. A repository of knowledge and company’s internal materials. Most important functionalities: viewing current sales status along with data storing, cataloging and exchanging correspondence from various sales sources (multi-source) inside the company in the area of sales knowledge cataloging of sales in relation to the source creating sets of macros, thanks to which the formatting and type of the product being sold together of a website's appearance remains entirely in the sphere with the definition of aftersales activities for of a business's competency without the need to engage the selected category. IT services in the process. FINANCIAL CASE STUDY isolution.pl SOLUTION The main systems developed and implemented in recent years: 05 BI Most important functionalities: A system used to report data collected in the • creating predefined reports presented online on organization. Thanks to the use of a data bus adedicated website or embedded in systems or with constant (current data) access to sales analytical OLAP cubes to which the user gains data, employee data or data on the current access through Microsoft Excel or any other BI activities of employees in such systems as Sale. environment that allows the use of data cubes. FINANCIAL CASE STUDY WE STARTED WITH AT THE MOMENT, WE A 3-PERSON TEAM COUNT 26 PEOPLE AND SEVERAL WORKING WITH OVER ENVIRONMENTS. 100 PRODUCTION AND OVER TIME, AS OUR TEST ENVIROMENTS CLIENT'S BUSINESS NEEDS GREW SO DID OUR TEAM HOW DID WE DO IT? FINANCIAL CASE STUDY isolution.pl TRUST Thanks to the trust that the client gives us, we have: a positive impact on the work model the choice of technology In addition, thanks to a large knowledge of our client’s needs, we can propose new solutions that boost mutual development. FINANCIAL CASE STUDY isolution.pl OUR METHODOLOGY Requirements Business Design Build Test Deployment Maintenance analysis Review We work based on the best In the manufacturing process, we use a lean approach based The settlement is based on the Time and practices. We believe in the on KANBAN. As a result, we can provide business value to the Material method. The client pays for the work Agile manifesto. client and focus on improving work organization and workflow. that has actually been completed. The project is systematically presented to the client, which allows him to make quick decisions regarding development. FINANCIAL CASE STUDY WHY IS WORKING WITH US WORTH IT? FINANCIAL CASE STUDY isolution.pl SHARED VALUES We could write an essay about our knowledge and experience, but we believe that something more is needed for good cooperation - shared values. During the project, described in this presentation, we have proved that it is possible to cooperate with the client on a partnership basis. The fruit of this approach is growth; both ours and our client’s. FINANCIAL CASE STUDY WHAT’S NEXT FOR OUR PROJECT? FINANCIAL CASE STUDY isolution.pl THE NEXT 2 YEARS In cooperation with the client, a roadmap was As part of this project, we are transferring the drawn up for at least the next two years. entire recruitment process to the Structure system. We are also developing a competition We are currently implementing one of the most platform and a warehouse management service important business processes of our client, module. In addition, we are organizing and consisting of servicing the full cooperation standardizing all product dictionaries by process with agents offering the client's combining them into one Catalog of products. products. FINANCIAL CASE STUDY isolution.pl ARTIFICIAL INTELLIGENCE We are also implementing projects of AI 1 The goal of the project is to aggregate and analyze sales data. Through the use of artificial intelligence techniques, the project is to ensure increased sales, optimization of marketing campaigns and better motivated advisers. 2 This project aims to increase employee satisfaction and reduce turnover. The project will use techniques of data analysis and artificial intelligence to more effectively motivate employees and monitor their level of satisfaction. FINANCIAL CASE STUDY isolution.pl WE’RE HERE FOR YOU We will arrange a meeting, map your needs, estimate the budget and suggest the best solution. Radek Pogoda Sales Growth Manager [email protected] +48 501 601 281 isolution.pl.